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Childress Capital Advisors’s A.O. Smith AOS Stock Holding History

Childress Capital Advisors’s Portfolio AOS Stock Details AOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-5,323
Closed -$351K – 382
2026
Q1 		$351K Buy
5,323
+1,056
+25% +$76.1K 0.06% 225
2025
Q4 		$285K Buy
+4,267
New +$288K 0.05% 286

Other funds holding AOS

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Childress Capital Advisors's AOS Position: Q2 2026 in Review

Childress Capital Advisors sold out of A.O. Smith (AOS) in Q2 2026, closing a stake of 5,323 shares — an estimated $351K sold.

Childress Capital Advisors first reported a position in AOS in Q4 2025 and held it in 2 quarters. The position peaked at $351K in Q1 2026. 150 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Childress Capital Advisors reported no remaining A.O. Smith position as of Q2 2026 after selling out during the quarter.
  • Childress Capital Advisors sold 5,323 A.O. Smith shares in Q2 2026, an estimated $351K.
  • Childress Capital Advisors first reported a position in A.O. Smith in Q4 2025 and held it in 2 quarters.
  • Childress Capital Advisors's A.O. Smith position peaked at $351K in Q1 2026.
  • 150 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Childress Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.